GMO Developed World Stock Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#61 in World Stock

U.S. News evaluated 303 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.64 percent over the past year, 11.64 percent over the past three years, and 18.09 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 3.1%
1 Year 25.6%
3 Years (Annualized) 11.6%
5 Years (Annualized) 18.1%
10 Years (Annualized) N/A

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Summary

The investment seeks high total return. The Manager seeks to achieve the fund's investment objective by investing the fund's portfolio primarily in stocks that the Manager believes will provide a higher return than the MSCI World Index. Under normal circumstances, the fund invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of its assets in stocks tied economically to developed markets. It is non-diversified.

Fees

Fees are Average compared to funds in the same category.
GMO Developed World Stock Fund has an expense ratio of 0.60 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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